In the first quarter of 2025, China's electronic information industry delivered impressive results: the added value of computer, communication, and other electronic equipment manufacturing above the designated size increased by 11.5% year-on-year, 5G mobile phone shipments reached 41.619 million units with domestic brands accounting for 85%, and the production of upstream integrated circuits and optoelectronic devices grew simultaneously. This surge in consumer electronics and high-end manufacturing is bringing historic opportunities to electronic component enterprises. FOSAN, deeply engaged in the electronic components sector, has secured a key position in the wave of domestic substitution through technological breakthroughs and production capacity upgrades, becoming a vital support for the autonomous and controllable industrial chain.

Technological Breakthrough: Hard Power from Following to Keeping Pace
In the past, when the electronic components industry was "large but not strong," resistors, especially high-end alloy resistors, were long monopolized by Japanese and American companies. An industry crisis in 2017, where foreign capital manipulated the market causing prices to skyrocket 20-fold, solidified FOSAN's determination for "technological independence." Through five years of intensive effort, its breakthroughs in materials and processes have enabled it to compete on the same stage as international giants.

At the material level, FOSAN conquered core heat treatment technology for alloy materials, stabilizing the resistance temperature coefficient (TCR) at ±10ppm/℃, far superior to mainstream standards. This means in scenarios with extremely high demands on environmental adaptability, such as new energy vehicle battery management systems (BMS) and 5G base station power supplies, the fluctuation of product resistance value due to temperature influence is significantly reduced.

Taking 5G mobile phones as an example, their RF modules have stringent requirements for current accuracy. FOSAN's high-precision chip resistors can accurately stabilize current, ensuring signal transmission stability.

Process innovation is equally impressive. The application of electron beam welding technology achieves micron-level welding precision, meeting the high-current detection needs of new energy vehicles. The intelligent manufacturing system built around precision trimming processes increases production efficiency by 30% and controls precision consistency within ±0.1%. In 2020, its first anti-sulfurization resistor passed the AEC-Q200 automotive-grade certification, matching the performance of international brands and successfully entering Samsung's supply chain, marking a shift from "low-end substitution" to "high-end breakthrough" for domestic resistors.

Capacity Leap: Supply Capability Matching Industrial Expansion
The consumer boom in electronic end-products in Q1 drove a surge in demand for upstream components, and FOSAN's capacity planning恰好踩准 (perfectly aligned with) the industry's rhythm. From a monthly production of 400KK transistors when Fuxin Semiconductor was established in 2019, to a monthly alloy resistor capacity reaching 150KK in 2024, its growth trajectory resonates with the expansion of domestic electronics manufacturing.

Currently, FOSAN has built 4 major production bases, forming a capacity matrix of "scaled production for basic resistors, customized production for special resistors": monthly capacity for thick film chip resistors exceeds 20 billion units, meeting the batch demands of consumer electronics;

Automotive-grade resistors, certified with IATF 16949, cover special categories like anti-sulfurization and anti-surge, adapting to the growth of new energy vehicles; after building 6 self-owned plating production lines in 2023, alloy resistor capacity was rapidly released, making FOSAN a sales leader among private resistor enterprises.

With rising shipments of 5G phones and smart home devices, FOSAN, by establishing multiple warehouses and offices nationwide, achieves a 72-hour rapid response, providing "immediate supply" to downstream OEMs. During the production ramp-up phase before a new model launch by a leading domestic mobile phone brand, FOSAN adjusted its flexible production lines and delivered resistors of special specifications within 3 days, ensuring the mass production of the end product on schedule.

Scenario Deep Cultivation: Diverse Layout Rooted in the Industry Chain
Niche scenarios in consumer electronics and high-end manufacturing are becoming FOSAN's "training ground." In the 5G mobile phone market dominated by domestic brands, its chip resistors are widely used in RF frontends and fast-charging modules due to their precision and stable high-frequency performance, helping end-products improve signal reception capability and charging efficiency.

Example: FOSAN FPR Series High-Power Thick Film Chip Resistors

The new energy vehicle field better showcases its technical strength. FOSAN's automotive-grade resistors have entered the supply chains of several domestic automakers. Among them, the FOSAN FUS/FCS series alloy resistors have become core components for power battery BMS and battery BMS, capable of accurately detecting current changes up to 300A, safeguarding battery safety. After the Jiangxi Fuxin base commenced production, monthly output of chip resistors surged to 20 billion units, meeting the component demand driven by the sharp increase in new energy vehicle production.

Performance is also outstanding in the industrial control and energy storage markets. The FWK series shunt resistors replaced imported products in 400W servo drive systems, improving equipment control precision to ±0.5%;

Alloy resistors in 3920 specifications, through parallel solutions, meet the demand for 100A continuous current detection in energy storage systems and currently serve several well-known domestic manufacturers.

Future Path: Global Advancement Riding the Industry Tailwind
The "New Round Action Plan for Stabilizing Growth in Electronic Information Manufacturing" proposed by the Ministry of Industry and Information Technology (MIIT) charts the course for component enterprises. FOSAN is advancing towards its goal of becoming a "global leading brand in chip resistors" with the twin engines of "intelligent manufacturing + globalized service."

Judging from the Q1 industry data, China's electronic information industry is transforming from "assembly and processing" to "core manufacturing." In this process, component enterprises represented by FOSAN are both beneficiaries and drivers. As "Made Smart in China" products like 5G phones and new energy vehicles go global, FOSAN will work with China's electronic industry to write the "Chinese Chapter" of the global value chain.